How to Unlink a Contact from a Credit Form in Pencil?

You may encounter a scenario where you need to unlink an old contact from a credit form if your customer had a recent change in ownership and you would like to link a new contact to your accounting and/or inventory software instead of retaining the old contact.

We have created a feature that will allow you to unlink a contact from your accounting software and/or your inventory software from a credit form in Pencil.

You will find this new feature in Pencil → Customers → Search for Customer  → More Actions (...)  → Unlink Customer.



After clicking on the "Unlink Customer" feature, a pop-up will come upwhere you can select the correct contact to unlink from the drop-down list. Click on Unlink to proceed.

One important note to avoid confusion in the future is to update the old contact name and add a suffix (eg. -OLD, -Do not use, -NSW/QLD, etc.) for a clear distinction from the new contact to be linked to avoid future confusion in linking the correct contact to an invoice/quote/sale order.